Optimal Planning Ltd
05996871
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 13/11/2006
CERTIFIED FINANCIAL PLANNER
BRITISH · ENGLAND · Age 56
Also on 1 other board
Persons with Significant Control
Ms Catherine Julie Briers
British · England · Age 56
The Portway Centre, Old Sarum, Salisbury, SP4 6EB
Notified 06/04/2016
CompanyRankvs 5820+ SIC 64999 peers67
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/03/2026
Net Worth
£100
Balance sheet strength
Cash
£56k
Cash in the bank
Net Current Assets
£48k
Working capital
Current Assets
£60k
Current Liabilities
£11k
Fixed Assets
£2k
Debtors
£3k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2026 | 5.24 | — |
| 2026 | 5.24 | — |
| 2025 | 5.45 | — |
| 2024 | 4.96 | +£300 |
| 2023 | 6.04 | -£404 |
| 2022 | 4.19 | -£2k |
| 2021 | 4.46 | — |
Derived from filed accounts. Not audited figures.